ASML’s hold over the future of chipmaking is weakening
ASML's chokehold on advanced chipmaking is loosening. China is closing the gap faster than Washington expected.
Why it matters
ASML's dominance in extreme ultraviolet (EUV) lithography has underpinned the entire AI compute buildout. A credible Chinese competitor reshapes supply-chain risk, geopolitical leverage, and the economics of the next generation of AI accelerators.
The key facts
5 to knowASML holds near-monopoly on EUV lithography for sub-5nm production
China advancing indigenous lithography capabilities, narrowing technical gap
Risk to AI chip supply chains if ASML dominance erodes or export controls tighten
Implications for AMD, Nvidia, TSMC, Samsung foundry roadmaps
Geopolitical dimension: US export controls vs. Chinese self-sufficiency timeline
Go to the source
Financial Times Technologyft.com
Publisher excerpt: The Dutch company’s monopoly is not at imminent risk but China is edging ever closer